Manager Assessment & Approval Workflow

Direct Managers evaluate employee deliverables and competencies, while Department Heads conduct final reviews and approval decisions.

Direct Manager Assessment

Preliminary Review and Acceptance

The Direct Manager opens the appraisal from the system inbox or pending appraisal queue:

  • If self-assessment requires modification: Click Reject and provide clear reasons. The appraisal reverts to Draft for employee revision.

  • If self-assessment is satisfactory: Click Approve to proceed with managerial scoring.

Manager Scoring and Feedback

  1. Enter Manager Score for each task metric under WORK PERFORMANCE ASSESSMENT (system auto-calculates Manager Result).

  2. Provide managerial remarks in Manager Comments.

  3. Complete the managerial feedback section: - Strengths to leverage. - Areas for improvement. - Development orientation for the employee. - Managerial recommendations.

  4. Click Competency Assessment to complete the managerial survey.

  5. After submission, verify updated scores in Manager Score and Actual Competency Level under COMPETENCY ASSESSMENT.

Confirm Assessment Completion

  • Review all performance and competency scores.

  • Click Confirm Assessment Completion.

  • The status changes to Waiting Department Head Approval with a notification sent to the Department Head.

Department Head Review and Approval

Review Scope

The Department Head opens the appraisal from pending notifications and verifies:

  • Organizational and participant data accuracy.

  • Metric weights distribution (tasks maximum 80%, attitude/values maximum 20%).

  • Consistency and alignment between employee self-scores and manager ratings.

  • Completion of both employee and manager surveys with valid actual competency levels.

  • Consolidated results and overall rating recommendation.

Competency Score Calculation Method

The system computes scores for each competency by comparing the Actual Level against the Required Benchmark Level:

  • Case 1: Actual Level >= Required Level (Meets or Exceeds benchmark):

    \[\text{Evaluated Score} = \text{Benchmark Score}\]

    (No extra bonus points are added for exceeding the benchmark level).

  • Case 2: Actual Level < Required Level (Below benchmark):

    \[\text{Evaluated Score} = \left( \frac{\text{Actual Level}}{\text{Required Level}} \right) \times \text{Benchmark Score}\]

Overall Competency Result is aggregated as a percentage:

\[\text{Overall Competency Result (\%)} = \frac{\sum \text{Evaluated Scores}}{\sum \text{Benchmark Scores}} \times 100\%\]

Approve or Reject

  • Enter final remarks under Department Head Approval.

  • If approved: Click Approve. The appraisal moves to Done and aggregates into the summary report.

  • If rejected: Click Reject with explicit feedback. The appraisal returns to Draft to repeat the process.